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1,197 hedge funds and large institutions have $22B invested in Clorox in 2020 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 414 increasing their positions, 425 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 80

30% more funds holding in top 10

Funds holding in top 10: 2735 (+8)

25% more capital invested

Capital invested by funds: $17.6B → $22B (+$4.42B)

7% more funds holding

Funds holding: 1,1201,197 (+77)

3% less repeat investments, than reductions

Existing positions increased: 414 | Existing positions reduced: 425

1.52% less ownership

Funds ownership: 81.37%79.86% (-1.5%)

56% less call options, than puts

Call options by funds: $375M | Put options by funds: $860M

Holders
1,197
Holders Change
+77
Holders Change %
+6.88%
% of All Funds
24.54%
Holding in Top 10
35
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+29.63%
% of All Funds
0.72%
New
166
Increased
414
Reduced
425
Closed
80
Calls
$375M
Puts
$860M
Net Calls
-$485M
Net Calls Change
-$353M
Name Holding Trade Value Shares
Change
Change in
Stake
OFG
1001
Oxford Financial Group
Indiana
$204K +$186K +929 New
LSAG
1002
Lake Street Advisors Group
New Hampshire
$203K +$185K +924 New
BOS
1003
Bingham Osborn & Scarborough
California
$203K +$185K +926 New
EWA
1004
Exencial Wealth Advisors
Oklahoma
$203K +$185K +926 New
ABP
1005
Arthur B. Page
$202K -$95.3K -477 -34%
CA
1006
Cornerstone Advisory
Maryland
$200K +$182K +910 New
RWM
1007
Ritholtz Wealth Management
New York
$200K +$182K +913 New
USGIU
1008
U.S. Global Investors (USGI)
Texas
$197K +$180K +900 New
PB
1009
Pinnacle Bancorp
Nebraska
$195K
JWBC
1010
John W. Brooker & Co
California
$192K
PCIA
1011
Prime Capital Investment Advisors
Kansas
$191K -$527K -2,639 -75%
AF
1012
Arrow Financial
New York
$184K
Rockefeller Capital Management
1013
Rockefeller Capital Management
New York
$181K -$604K -3,025 -79%
BFM
1014
Boston Financial Management
Massachusetts
$180K -$97.9K -490 -37%
TVWM
1015
Tower View Wealth Management
Wisconsin
$177K +$117K +584 +260%
THWM
1016
Taylor Hoffman Wealth Management
Virginia
$175K +$160K +800 New
SFSIG
1017
San Francisco Sentry Investment Group
California
$171K +$49.1K +246 +46%
SNT
1018
Security National Trust
West Virginia
$164K
RFA
1019
Reilly Financial Advisors
California
$161K -$2.25M -11,267 -94%
TWA
1020
TCI Wealth Advisors
Arizona
$160K -$7.39K -37 -5%
GCM
1021
Gables Capital Management
Florida
$154K
BWM
1022
Baystate Wealth Management
Massachusetts
$154K +$599 +3 +0.4%
MCA
1023
Mercer Capital Advisers
New Jersey
$142K
TFS
1024
TrustCore Financial Services
Tennessee
$139K +$6.59K +33 +6%
ST
1025
Smithfield Trust
Pennsylvania
$133K +$17K +85 +16%